Outcome. One workflow reads every Net Promoter Score response and routes it by category: a task lands on the CSM's desk for Detractors, and the contact joins an advocacy list for Promoters, with no manual sorting.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-006
flowchart TD
A[Contact submits NPS survey response] --> B{Response category}
B -->|Detractor| C[Set stage = CSM notified]
C --> D[Create task for contact owner]
D --> E[Notify contact owner]
B -->|Promoter| F[Set stage = Advocacy queued]
F --> G[Add to Advocacy Queue list]
B -->|Passive| H[No action]
When to use it, when not to
- UseUse it on a native HubSpot NPS survey (Service Hub Custom Surveys) where responses currently sit in a report and nobody acts on either extreme.
- UseUse it as the single combined workflow when a team wants one build instead of running renewal-expansion-003 (detractor-only) and renewal-expansion-008 (promoter-only) as two separate workflows.
- SkipDo not use it for a plain custom form. Standard forms do not classify a numeric answer into Detractor, Passive, or Promoter; that classification is a Custom Surveys feature.
- SkipDo not use it as the only churn signal for an account. One response is one opinion; pair it with an account-level rollup if several contacts respond differently.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the renewal and expansion pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
